Harness for Employers
Offer a competitive, holistic financial wellness benefit to help your employees with their equity, retirement, and tax planning needs.
Offer a competitive, holistic financial wellness benefit to help your employees with their equity, retirement, and tax planning needs.
Do more with your finances
A sophisticated financial strategy across investments, tax, and estate planning.
Your time is valuable
A thoughtful, seamless online firm evaluation process and concierge service.
Relevant personal advising
Experienced advisory firms who know the tech industry and your goals.
How it works
High-quality, pre-vetted firms
Harness Wealth has curated the best financial and tax advisory firms from across the country. We connect employees to the ones with experience custom to their needs and provide a modern, digital evaluation process to help them in their search.
Read more about our advisor marketplace here.
Recommended Reading
- Managing Employees Through a Liquidity Event: How HR Can Help with Equity Decisions
- Financial Wellness Employee Benefits for Startups
Get started
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CREATE YOUR PROFILETell us your goals, preferences, and milestones.
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RECEIVE RECOMMENDATIONSWe’ll guide you to the best financial and tax services and advisors based on your profile.
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MEET WITH ADVISORSHave complimentary consultations over video, phone, or in person to decide which advisor(s) are the best fit.
Happiness Guarantee
Employees will not be charged an additional fee by Harness Wealth or our firms for using our service.
We know that the best, most effective partnerships happen when your employees feel comfortable and confident in their advisor’s work. Our happiness guarantee makes sure everyone finds the right firm.
We will refund 100% on first year fees if they are not satisfied with the Harness Wealth advisor or firm.
Terms and conditions apply.*
Harness for Employers Council
Our Council helps develop the Harness for Employers offering by providing HR, leadership, and compliance expertise. This helps us keep our services up-to-date and in line with the changing employee benefit landscape and financial wellness needs of employees.
Jess Yuen is an advisor, expert-in-residence, mentor, and coach to tech CEOs, People/HR leaders, and VCs. She formerly served as Chief People Officer at Gusto and Couchbase, and began her career at McKinsey, Yahoo!, and Khan Academy. Jess holds engineering degrees from UC San Diego and Stanford.
Katelin Holloway is an investor passionate about helping founders build scalable, diverse, and inclusive cultures. She’s spent a decade building teams as a senior People & Culture executive at Pixar, Klout, Whil, Reddit, and Lattice. She is currently a founding partner Seven Seven Six VC, which she started with Alexis Ohanian.
Harness for Employers newsletter
A quarterly newsletter for HR teams on financial wellness and tax-related information for the tech industry, with articles that you can pass on to your employees.
Help your employees make the best financial decisions.
Tell us about your goals and milestones
We’ll recommend specialized services and advisors
Stay connected to great advice with great tech
*To qualify for the advisory fee credit, the individual must formally retain a Certified Public Accountant, Trust & Estate Attorney, and/or a Financial Advisor on the Harness Wealth platform for a minimum of one calendar year. The offer can only be applied to advisory fees for firms based in the United States. The offer does not apply for Certified Public Accountant fees for tax return preparation and filing or for Trust & Estate Attorney fees for a will that was executed. Harness Wealth will provide the credit directly to the customer upon proof of fees paid. This credit is not transferable. Only one credit per household.